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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,737 | $81,696-67.3% | $70,494-62.1% | $158,982-83.2% |
| Participation rate | 77.8% | 77.7%0pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 17.40% | 208.70%-191.3pp | 109.16%-91.8pp | 302.99%-285.6pp |
| Employer contribution / active EE | $887 | $3,220-72.5% | $2,738-67.6% | $4,763-81.4% |
| Participant deferral / active EE | $3,713 | $4,558-18.5% | $3,711+0.1% | $5,983-37.9% |
| Admin fee / account holder | $200 | $6,200-96.8% | $3,848-94.8% | $11,252-98.2% |